Scroll down for a discussion on Agency Management System within the Insurance Offers.
Your Insurance Office ®
The Information and Organization you need to
Increase Sales!
Designed by Insurance Agents for Insurance Agents.
"Your Insurance Office" (YIO) is ...
The Information and Organization you need to Increase Sales!
Designed by Insurance Agents for Insurance Agents.
"Your Insurance Office" (YIO) is a time tested, extremely easy to use Contact Management Program (CMP) that will help you increase sales by efficiently organizing your information, helping you make better use of your time and allowing you to more easily maximize your opportunities.
The Perfect Program for the Insurance Professional.
Powerful, Easy to Use, Affordable. Totally Free, Unlimited Phone Support.
No special computer skills necessary. Load it and begin working immediately.
Put more hours of productive selling in each day.
Never again lose a lead or miss a sale. Have every lead literally at your finger tips.
Find Prospect’s or Client’s complete record instantly when they call.
Detailed reports help you organize your leads and track trends in sales.
Shows all of your appointments, personal and business, when you open the program.
Send letters and information to groups of Clients and Prospects using Mail Merge.
Easily send Birthday Cards using the B-day Report. Also prints special mailing labels.
Sync specific Client and Prospect data to your PDA. (See Screen Shots on website.)
User Defined Fields (UDF) allow you to customize the program for your office.
Get more benefits and features with "Your Insurance Office" and pay less.
For more information and a Free Downloadable Demo visit our website or call toll-free at 877.633.0808.
* Registered forum members receive $20.00 off regular retail price. Call for details.
Let me add my endorsement for Your Insurance Office. I am now using it for my clients but recently I've started using it for my prospects.
It is the prospect database that really makes the most sense for me. I can enter my leads, their current plans and other information along with notes. Each time I speak with them, I make another note.
Sometimes (not often), I can't seal the deal on the 1st phone call and must pend the file for up to a year. No problem. I just put in a "next contact" date and there it is.
Frank will also provide all the help anyone needs - and believe me, he has spent a lot of time with me, not teaching me HOW to use the program, but WHY I need to do things a certain way.
He's also a nice guy.
Rick
------------------------------------ ILIAA
Training, Community, Support, and Success Independent Life Insurance Agents Assn rick@iliaa.org
At the present time pictures can't be added to the Clients database, e-mails can be copied and pasted in the Comment box but not pictures.
Your's is the first request I have had for that function. I will check with the guys who program for me and see if that is something we can possibly add to the next upgrade.
The only problem I might see is making the picture large enough. Were you thinking about something the size of a thumbnail or larger than that?
I have used Your Insurance Office for several years now and wonder how I got along without it before. I have been in business for 25 years and is the simplest management tool I have ever used. I have all of my clients and prospects information right at my finger tips. No calling back to the office, no looking for the scraps of paper. Love my follow up. If you have not tried Your Insurance Office you do not know what you are missing
Gayle J Schudy, Lutcf, CEPP, CSA
I recently got Frank's YIO software about 2 weeks ago and I got to tell you I LOVE IT. I have found it to be very simple for a computer "idiot" like me to navigate. If you want to enter a prospect simply open the prospect tab if you want to look up anyone that has a policy from you enter the client tab and have at it. You can keep up with so many different aspects of your business, from clients and prospective clients to business expenses.
Over the last few years that I have been in business my "legal pad system" and my other so called systems has cost me literally thousands of dollars in lost sales; I am sure of that. YIO hasn't made me a millionaire yet but at least with it I have a much better "blueprint" for success.
I've been using YIO for several months now and finally feel like a real insurance broker now that I have a mode of organization for my clients and prospects. No more sticky notes--no more filing lead cards--no more spreadsheets. I would have paid 2x the cost with a 50% discount! haha. In all seriousness, get this software, get organized, get more sales. I love the notes feature with date and time stamp because I never again forget what I told a client or what a client told me and when because it is all documented.
Thanks Frank for sharing and giving us such a great deal on this priceless program.
I too have the software & it is really designed especially for insurance. As a new agent, it's been helpful for me to be able to look at items like "annualized premium" reports, birthday reports, etc.
I've used a lot of contact management software and have not found any to have many of the insurance specific items incorporated. It's been a big help to me--especially the ability to move records from Prospects, to Clients, and to Archives with ease.
The system is simple, so I haven't had a big need for technical support, but I know that Frank is available to help if you need it.
I feel compelled to give my valued endorsement as well. As an agent who is always writing on lead sources or lists, whose penmanship is quite illegible, this software has helped me so much read my notes clearly! No more data I cannot read!!!
It also organizes my prospecting methods (WHICH IS HUUUUUUUUGE) when I cold called or even follow up call so I can never be late; or forget, which I know will soon lead to sales. I have recently become a member (just a few weeks ago) and can already see the value of my upcoming returns!
It has sooooooooo many other agent friendly features to help manage our clients such as: number of policies written, cells for all of their data to be inserted write down to the most detailed info. about them like: social security #, what companies you've written them on, types of policies, when their anniversay dates are, birthdays, I mean the whole 9 yards here! There's also a built in spread sheet so you can manage your business of how much you've written up to date! VERY NICE!!! No more calculators! Hurray!
It's got other bells and whistles too I am failing to mention at this time.
Now, l've saved the best for last:
You will receive the most STUPENDOUS technical support and other valuable industry support from Frank. NO MORE 1-800 #s, where you're placed on hold for an indefinite time period only to receive somebody who barey speaks English and gives you a ticket # for another 45 minute wasted call back time you have to place at a later date for at least 2 more times until you get an issue resolution or the ball rolling toward that. Fortunately, I have not had issues with YIO yet nor do I anticipate having any; but it sure is nice to know I won't have to contend with the time wasted ticket # run around like I have with other software systems and units I have purchased in the past.
Frank and his system are both phenominal and I highly recommend this minimal investment for a life long monumental return!
-Honest Agent
Last edited by honestagent : 04-18-2007 at 12:30 AM.
I would think a thumb image, with the ability to click on it, and bring up the regular sized image. I use a point of sale program, and they added the picture ability for me, and now all their customers like the function. You could add your clients pictures to their profile, or their house, car, motorcycle, etc... Just another way to remember what they look like, or the property you are insuring.
Can you store scanned documents in the client file?
No I'm afraid it won't do that either. I have had very few requests for that function.
With all the information that can be put in the Clients database most agents feel that it really isn't necessary to also have a scanned copy of the application. (I have never found a need to refer back to the app.) Maybe that isn't the reason you are asking, if not, can you be more specific?
I'm sure that function can be added to one of the up-coming upgrades. Everything I add increases the cost a little and I am trying hard to keep the price under $300 for the single user version.
New functions are usually the result of a large number of agents using the current version telling me that the additional function would be very valuable to them.
Thanks for taking the time to ask the question. Being sensitive to agent requests is what is rapidly making YIO the first choice among L&H agents. I will be glad to consider that for future upgrades.
I would think a thumb image, with the ability to click on it, and bring up the regular sized image. I use a point of sale program, and they added the picture ability for me, and now all their customers like the function. You could add your clients pictures to their profile, or their house, car, motorcycle, etc... Just another way to remember what they look like, or the property you are insuring.
That sounds more like a function that a P&C agent would find valuable, I have never had a L&H agent ask that before.
Do you take pics of all of your L&H clients?
I have thought about doing that in the past but figured that the guy I went to see last summer, when it was really hot, might not want his pic taken. He didn't have air conditioning and was sitting in his kitchen wearing only boxer shorts.
That was an awkward appointment. He did buy though.
That may require a lot of additional programming. I would be interested in what other agents think. If it is something most agents would use and find valuable, I can look into it further.
This is the way YIO has grown. I appreciate any and all requests for changes.
I just wanted to mention that when I respond to a question my post doesn't show up immediately like it does in other sections of the forum.
Because it is in the Offers section all of my posts have to be approved first, and that is the way it should be with all those staring threads in this section.
Most likely I have responded soon after you posted the question, please be patient until the post appears. I'm not ignoring anyone. I really value your suggestions and opinions.
I was asking about the scanned documents because I'm trying to go to a paperless office. I run a multiline agency and keeping all paper documents I receive with the client file is important to me.
------------------------------------
Silence is golden - Duct Tape is Silver
As a multiline agency, I second this comment. Without the ability to keep the paper with the client (scans in this case), for me, it's an almost non-starter. For me, it's not a nice to have feature, its a must have feature.
Client pictures are wonderful as well. I would imagine agents that have offices where clients come to them would be much more interested in this feature. And yes, I do take pictures of someone in front of their car they just bought. I put it on the front of a card, mail it to them, and thank them for their business.
I was asking about the scanned documents because I'm trying to go to a paperless office. I run a multiline agency and keeping all paper documents I receive with the client file is important to me.
Thanks for your input.
Having YIO on the discussion board is going to be a great value to me in keeping up with the needs and wants of agents using their computer to assist them in selling insurance.
I have talked to a lot of agents in the past about adding this function and most have said that they don't find it necessary with all the info they can put in YIO and probably wouldn't take the time to use it. However, the way we all do business is constantly changing and I want to have YIO keep pace with those changes.
I would appreciate input from other agents about the value of adding this.
Each additional function increases the cost, however, if enough agents really need this function it may be worth paying a little more for YIO to them.
The few agents who do scan apps have said that they create a folder in My Documents and save them there under the persons last name. Most of them agree that they hardly ever find a need to look up the scanned information. Any important information that there isn't a field for they say they put in the Comment box.
The guys who program for me have said that would take a fair amount of time to set that up with all the additional changes necessary that adding new functions require.
The one thing I have discovered in the last twelve years is that it is impossible to design a program that is exactly what each agent is looking for. I have tried to build enough flexibility into YIO so those agents having unique requests still have options.
I will definitely add it to the list for consideration for a future upgrade. It may even be possible to add it as a separate module that can be purchased for an additional charge if only a few agents have a need for it.
As a multiline agency, I second this comment. Without the ability to keep the paper with the client (scans in this case), for me, it's an almost non-starter. For me, it's not a nice to have feature, its a must have feature.
Client pictures are wonderful as well. I would imagine agents that have offices where clients come to them would be much more interested in this feature. And yes, I do take pictures of someone in front of their car they just bought. I put it on the front of a card, mail it to them, and thank them for their business.
Dan
Your Insurance Office is primarily designed for agents selling L&H products. I understand that agents also selling P&C products have a much greater need for functions not commonly used by L&H agents.
I did some research and found one insurance program that at has scanning available at an additional cost. Actually, they have two separate options. Below is the information I copied from their website.
"All scanned items are accessed via the record to which they were attached when scanned into the system giving the user quick and easy access to the desired item(s). The Scanning Module ("Basic" Version) is available at a price of $295."
"The Advanced Scanning Module adds the ADF capability to the "Basic" scanning module that you may have already in use. Call today to upgrade for only $200 (if you have already purchased the "basic" scanning module) or to purchase the Advanced Scanning Module at only $495."
Either one of their options exceed the total cost of YIO.
The basic version of their program starts at $495.00 before any additional modules are added. They also have a P&C module that can be added for $595.00 plus an additional charge of $200.00 per year.
However, if L&H agents feel it is absolutely necessary, a separate scanning module can be added.
Last edited by Frank Stastny : 04-19-2007 at 07:51 AM.
Agency Management System
YIO
Linear Mode
